Follow the steps below to create an Ticket
Step | Action | Comment |
1. | Select Helpdesk from the Module Tabs. |  |
2. | Click on Create New from the Action bar. | Another way to create a ticket is to open a Contact record and click New from the Tickets section. |
| A new Ticket form is opened and some default fields are pre-populated. | The form is organized by section: Ticket information and other information. |
3. | Ticket Title, Status, Received Dateare all mandatory fields by default. Case Number is a pre-populated with a sequential number. | Required fields are denoted by (*) asterisk. Received date default to today but can be overwritten. |
4. | Account Name is mandatory. Contact Name is mandatory. | Account name, Contact and Owner are pre-populated if ticket is created from the Contacts record. |
| Click the dropdown and select the account from the dialog box. | Owner is populated with the owner of the account selected. Default values for account privileges is set. Created by fields default to the current user. |
5. | Enter values for Ticket related system-defined fields. Select Category, Type and Priority. Due Date will be computed against the received date depending on the Priority. | Computed Due date can be overwritten |
6. | Enter detailed Description. | |
7. | Select user for the Assigned to field. | Default to current user |
8. | Enter values user-defined fields, if applicable. | All User-Defined Fields are setup and configured by the Administrator. |
9. | Enter values for Comments, if desired. | |
10. | Click on Save on the action bar, to save. | The tickets form closes and the ticket record is now displayed on the Tickets List and under the Tickets section of the associated account/contact. |